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Home > Institutional Investor > Trevian Wealth Management Llc > Profile

Instuitional Investor - Trevian Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Trevian Wealth Management Llc
Portfolio Value $210,747,591
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 144,976 $90,921,724 43.14%
2.
Ishares Trust
 IEF 208,467 $30,996,843 14.71%
3.
Northeast Bank
 NBN 140,583 $14,611,035 6.93%
4.
Vanguard Index Fds - EXTEND MKT ETF
 32,651 $6,827,829 3.24%
5.
Vanguard Index Fds
 19,890 $6,668,390 3.16%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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